Who Owns Invesco Biotechnology & Genome ETF (PBE)?Hedge Fund & Institutional Holders

$76.29+0.11 (+0.14%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.5677100008000696e+160T

% of Float Held

—

QoQ Change in Holders

+15 / -0

Price History

$56.01$63.44$70.87$78.30$85.73Sep 24Jun 25Mar 26

PBE — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Institute for Wealth Management, LLC.New Position+20K+$1.7M
Penobscot Investment Management Company, Inc.New Position+19K+$1.6M
Massachusetts Wealth ManagementNew Position+18K+$1.5M
Q3 Asset ManagementNew Position+17K+$1.4M
ENVESTNET ASSET MANAGEMENT INCNew Position+21K+$1.0M
COMMONWEALTH EQUITY SERVICES, LLCNew Position+22K+$1.0M
INVESTMENT HOUSE LLCNew Position+9K+$704K
WEALTH ENHANCEMENT ADVISORY SERVICES, LLCNew Position+5K+$383K
CWM, LLCNew Position+3K+$272K
Archford Capital Strategies, LLCNew Position+3K+$267K
Stratos Wealth Partners, LTD.New Position+3K+$260K
Joel Isaacson & Co., LLCNew Position+3K+$248K
Sowell Financial Services LLCNew Position+3K+$244K
Wharton Business Group, LLCNew Position+3K+$225K
BOS Asset Management, LLCNew Position+2K+$200K

PBE — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
UBS Group AGDecreased-5K-$5.0B
ROYAL BANK OF CANADADecreased-289-$3.3B
WELLS FARGO & COMPANY/MNDecreased-330-$3.3B
Gerber Kawasaki Wealth & Investment ManagementDecreased-3K-$3.2B
CreativeOne Wealth, LLCDecreased-532-$832.6M
One Capital Management, LLCDecreased-513-$711.9M
OSAIC HOLDINGS, INC.Decreased-452-$646.1M
FLAGSHIP HARBOR ADVISORS, LLCDecreased-3K-$527.2M
STIFEL FINANCIAL CORPDecreased-430-$477.9M
Kestra Advisory Services, LLCDecreased-49-$413.5M
PACIFIC SUN FINANCIAL CORPDecreased-338-$361.9M
VestGen Advisors, LLCDecreased-2K-$327.3M
Hills Bank & Trust CoDecreased-88-$324.3M
GOLDMAN SACHS GROUP INCDecreased-93-$258.5M
SIGNET FINANCIAL MANAGEMENT, LLCDecreased-388-$257.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO342,971$15.7M0.01%Share
2MORGAN STANLEY133,302$10.0M0.00%Share
3UNITED CAPITAL FINANCIAL ADVISORS, LLC102,207$8.0M0.05%Share
4LPL Financial LLC97,304$7.0M0.00%Share
5UBS Group AG67,361$5.5M0.00%Share
6Gerber Kawasaki Wealth & Investment Management42,909$3.5M0.12%Share
7WELLS FARGO & COMPANY/MN40,280$3.0M0.00%Share
8BANK OF AMERICA CORP /DE/46,812$3.0M0.00%Share
9ROYAL BANK OF CANADA46,064$3.0M0.00%Share
10YHB Investment Advisors, Inc.24,381$2.0M0.14%Share
11Institute for Wealth Management, LLC.20,268$1.7M0.18%Share
12Penobscot Investment Management Company, Inc.19,450$1.6M0.12%Share
13Massachusetts Wealth Management17,919$1.5M0.68%Share
14Q3 Asset Management17,429$1.4M0.33%Share
15US BANCORP \DE\16,500$1.4M0.00%Share
16NewEdge Wealth, LLC15,701$1.3M0.01%Share
17Abbot Financial Management, Inc.12,425$1.0M0.42%Share
18Cetera Investment Advisers22,675$1.0M0.00%Share
19IHT Wealth Management, LLC14,814$1.0M0.02%Share
20COMMONWEALTH EQUITY SERVICES, LLC21,913$1.0M0.00%Share
21ENVESTNET ASSET MANAGEMENT INC20,660$1.0M0.00%Share
22BANK OF AMERICA CORP /DE/13,919$1.0M0.00%Share
23Mariner, LLC12,220$1.0M0.00%Share
24Newman Dignan & Sheerar, Inc.10,070$827K0.17%Share
25One Capital Management, LLC9,687$795K0.02%Share
26Farther Finance Advisors, LLC8,776$720K0.01%Share
27INVESTMENT HOUSE LLC8,580$704K0.03%Share
28RFG Advisory, LLC8,455$694K0.01%Share
29FLAGSHIP HARBOR ADVISORS, LLC5,100$418K0.02%Share
30PACIFIC SUN FINANCIAL CORP4,847$398K0.19%Share
31AXXCESS WEALTH MANAGEMENT, LLC4,725$388K0.00%Share
32WEALTH ENHANCEMENT ADVISORY SERVICES, LLC4,562$383K0.00%Share
33Hills Bank & Trust Co4,509$370K0.02%Share
34BEESE FULMER INVESTMENT MANAGEMENT, INC.3,400$279K0.02%Share
35CWM, LLC3,316$272K0.00%Share
36SIGNET FINANCIAL MANAGEMENT, LLC3,299$271K0.03%Share
37Archford Capital Strategies, LLC3,255$267K0.03%Share
38Stratos Wealth Partners, LTD.3,165$260K0.00%Share
39Joel Isaacson & Co., LLC3,025$248K0.01%Share
40Sowell Financial Services LLC2,980$244K0.01%Share
41Wharton Business Group, LLC2,739$225K0.01%Share
42BOS Asset Management, LLC2,439$200K0.05%Share
43Millstone Evans Group, LLC1,782$146K0.09%Share
44WEBSTER BANK, N. A.1,670$137K0.01%Share
45HARBOR INVESTMENT ADVISORY, LLC1,275$104K0.01%Share
46Capital Analysts, LLC1,197$98K0.00%Share
47Allworth Financial LP850$69K0.00%Share
48First PREMIER Bank670$55K0.01%Share
49Oakworth Capital, Inc.611$50K0.00%Share
50AE Wealth Management LLC600$49K0.00%Share

PBE Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025108$85.5M+38
Q3 202570$58.2B-16
Q2 202586$62.8B-8
Q1 202594$81.1B+5
Q4 202489$3.4T+8
Q3 202481$71.7T-1
Q2 202482$71.2T+3
Q1 202479$52.9T—

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As of Q4 2025, 50 institutional investors hold PBE (Invesco Biotechnology & Genome ETF). The largest holder is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $15.7M in shares. This quarter, 15 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own PBE?

As of Q4 2025, 50 institutional investors report holding PBE (Invesco Biotechnology & Genome ETF) in their 13F filings.

Who is the largest institutional holder of PBE?

The largest institutional holder of PBE is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $15.7M in shares.

Is institutional ownership of PBE increasing or decreasing?

This quarter, 15 institutions opened new positions in PBE and 0 closed their positions.